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Create an Alert when a New Vendor Invoice is Created

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Posted on by KDS

Good Day Microsoft Community,

I am trying to create an alert for when a new Vendor Invoice is created.

Both Change based alerts and Due date alerts are set up and it works for the Due date alert, but not for a Change based alert when a new Vendor invoice is created.

Any advice is greatly appreciated.

Thanks in advance.

Best Regards,

KDS

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TWBlaisdell on at

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Hello,

Thank you for posting on the Forum.

Please confirm the Microsoft Dynamics Dynamics 365 product are you using and trying to manage this process in.

Thank you.

Best Regards

Tom

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KDS 74 on at

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Hi Tom,

Sorry about leaving that off.

This would be in Microsoft D365 F&O.

Best Regards,

KDS

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Zubair Shaik 259 on at

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Hi KDS,

Though this is a old post, I'm keen to know the fix as we are facing the same issue.

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Mohit Rampal 12,565 Moderator on at

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Hi Zubair, If any issue adding alert from user interface, it can be added at table level from Table browser. Go to Options-->Share-->Create a custom alert

From Table Level

dynamics365musings.com/.../

From User Interface (Form Level)

dynamics-tips.com/.../

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